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What you get?
- Fully bi-directional and automatic sync between your systems
- Most in-depth integration with the touch points
- Out of the box integration features
- Easy personalization as per your business requirements
Available Integration Touchpoints
- Lead sync
Leads entered in Zoho CRM by the corresponding Sales Rep will be synced to SAP Business One B.P. Master Data as Leads.According to your business requirements, the SAP B1 B.P. Leads can also be synced to Zoho CRM.
- Account & Contact sync
When Leads are qualified in CRM and converted into Accounts and Contacts, the corresponding Lead in SAP Business One B.P. Master Data will be updated as Customer and the CRM Contact will be added as Contact Person in that B.P. Master Data.Similarly, SAP Business One B.P. Customer and Contacts will be synced to CRM system as new Account and Contacts.
- Products Sync
Master items from SAP B1 will be uploaded as Products in Zoho CRM.
- Price List Sync
One Price List in SAP will be mapped as the standard price in CRM. Additional Price Lists will be mapped with Price Books created in Zoho. When Item is synced from SAP B1 to Zoho, multiple Price List’s price will be sync to Zoho Price Books. Price Books are generally assigned to different customer groups to offer discounted price to Resellers/Wholesellers.
- Potential Sync
The Zoho Sales Potentials along with their current stage and probability can be added as Sales Opportunities in SAP business One.
- Sales Quotation sync
All the Zoho CRM Sales Quotes for any particular Account will be synced as SAP Business One Sales Quotations for further Order processing.
- Sales Order Sync
The Zoho CRM Sales Orders with its current status will be synced as SAP Business One Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in SAP B1.
- Payment Method sync
APPSeCONNECT will sync back the payment method from Zoho to SAP Business One for sales. Zoho CRM Invoices will be synced to A/R Invoice in SAP Business One.
Watch the Integration of SAP Business One with Zoho CRM
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Benefits of Integration
Get 360 degree view of customer
Get complete view of your customer through integration. Understand customers’ needs, buying patterns, order history, account info and preferences. This will help you better insight ad help you build lasting relationship with your customer.
Reduce operational cost
Save loads of time and human effort with integration. Automation helps you sync data from one system to another with very ease, so your employees can focus on other important things. So the overall operational and training cost is reduced..
No Interdepartmental communication gap
All customer details will be stored in both the systems therefore same data will be visible to every department and can be used for further process and planning.
Improved Sales forecasting
Avoid sales forecasting errors due to improper data. Integration gives you an extra boost and accuracy with the help of real-time data sync. So it will help you anticipate customers’s needs and plan better.
Still spending hours
in doing the stuff that can be automated?
We have a complex system, and team APPSeCONNECT has been able to troubleshoot, and provide solutions for many customizations. In two years we have had almost no downtime. As far as support, team APPSeCONNECT has been fantastic with helping us with upgrades, site launches, and syncing new features
Our main goal was to establish automated integration between our Ecommerce site and our back-office ERP. APPSeCONNECT ticked most of the boxes to fulfill our requirement and helped us save huge amount of time and resources by eliminating the need to manually capture and update data. APPSeCONNECT has simplified our day to day processing and is capable and flexible enough to match most of our business needs in terms of system integration.
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